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WISDOM TREE FINANCIAL SERVICES INC.

Ajax, ON L1S 0C3, Canada

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About

What distinguishes our business from others is our robust boutique structure, supported by a skilled team of CPAs, CGAs, CFPs, and lawyers. We serve as a comprehensive solution for our clients, addressing a spectrum of needs such as incorporation, GST/HST, T1 and T2 returns, payroll tax, and tax planning for incorporation in the most efficient manner possible.

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1 hire on Bark
21 min response time

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Q&As

- Business registration
- Full Cycle Accounting
-Financial Statements
-Notice to reader
-Non-resident corporation compliance Services
- Tax filing for self employed & corporate Tax Returns
- Payroll Taxes, WSIB & EHT
-GST/HST Tax Returns
- Tax Planning & Advice
- Payroll Services.

Compliance: Accountants are well-versed in tax laws and regulations. They ensure that businesses comply with tax requirements, reducing the risk of legal issues and penalties.

Save Time and Resources: Outsourcing accounting functions or hiring a professional allows business owners and managers to focus on core operations. This can lead to increased productivity and efficiency.

Risk Management: Accountants help businesses identify and mitigate financial risks. They implement internal controls to safeguard against fraud, errors, and financial mismanagement.

Financial Planning: Accountants assist in creating long-term financial plans, helping businesses set realistic financial goals and strategies for achieving them.

Adaptability to Change: In a dynamic business environment, accountants help businesses adapt to changes by providing financial insights and recommending adjustments to financial strategies.

What I find most fulfilling in my role is engaging with clients and offering guidance on accounting and financial matters within their businesses. It brings me satisfaction to contribute value by ensuring compliance, implementing tax-saving strategies, and aiding in the overall growth of their businesses.

I was inspired to start my own accounting business primarily out of a deep passion for helping businesses navigate the complex world of finance. Having worked in various accounting roles, I realized the transformative effect sound financial management could have on a business's success. I wanted to create a platform where I could leverage my expertise to make a meaningful impact on the financial well-being of businesses. The opportunity to offer personalized, client-centric services, implement innovative strategies, and witness firsthand the positive changes in my clients' financial landscapes motivated me to establish my own accounting business. Ultimately, it's the prospect of being a trusted partner in my clients' growth and success that fuels my commitment to entrepreneurship in the field of accounting.

Clients should choose our accounting services for several compelling reasons. Firstly, we bring a wealth of experience and expertise to the table. Our team comprises seasoned professionals with a track record of delivering accurate, timely, and comprehensive accounting solutions.

Secondly, we pride ourselves on our client-centric approach. Our commitment to understanding the unique needs of each client allows us to tailor our services for maximum benefit. We don't just crunch numbers; we actively collaborate with our clients to optimize their financial strategies and help them achieve their goals.

Moreover, our dedication to staying abreast of the latest industry trends and regulations ensures that our clients receive advice that is not only reliable but also compliant with the ever-changing financial landscape.

In addition, our responsiveness and accessibility set us apart. We understand the importance of timely financial insights, and our clients can rely on us to be available whenever they have questions or require assistance.

Ultimately, choosing us means selecting a partner invested in your success. We go beyond traditional accounting services, aiming to be a proactive force in driving your financial prosperity and business growth.

We are able to provide in-person and online services both.

Remote Services: We have transitioned a significant portion of our services to remote platforms. This allows clients to access our expertise and support without the need for in-person meetings, reducing the risk of exposure.

Virtual Consultations: We now offer virtual consultations as an alternative to face-to-face meetings. This not only provides a convenient option for our clients but also minimizes the need for physical interactions.

Secure Document Handling: We have enhanced our document handling processes to facilitate secure and contactless submission of necessary paperwork. Clients can securely upload documents through our encrypted online portals.

Flexible Scheduling: Recognizing the varying comfort levels and schedules of our clients, we have adopted flexible scheduling options. This includes extended business hours, staggered appointment times, and accommodating special requests for those who prefer off-peak hours.

Enhanced Sanitization: For instances where in-person interactions are necessary, we have implemented rigorous sanitization protocols within our office spaces. This includes regular cleaning, sanitizing stations, and maintaining social distancing measures.

Communication Updates: We keep our clients informed of any changes to our operations, safety protocols, or government guidelines through regular communication channels. Transparency is key in ensuring our clients feel confident and well-informed.

By proactively implementing these changes, we aim to provide our clients with a safe and seamless experience while continuing to deliver the high-quality accounting services they expect from us."

Services

- Business registration
- Full Cycle Accounting
-Financial Statements
-Notice to reader
-Non-resident corporation compliance Services
- Tax filing for self employed & corporate Tax Returns
- Payroll Taxes, WSIB & EHT
-GST/HST Tax Returns
- Tax Planning & Advice
- Payroll Services.